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Buchalter

Buchalter

Junior Trusts & Estates Associate

3-5 PQE · August 31, 2026 (about 2 months ago)

Buchalter

Buchalter

Junior Trusts & Estates Associate

3-5 PQE · August 31, 2026 (about 2 months ago)

Employment type

Full-time

Practice area

Trusts & Estates

Location

Portland

Overview

  • The practice advises high-net-worth individuals, private foundations, and family offices.
  • Advise clients on multi-generational wealth planning and tax optimization strategies, involving direct client contact and serving as a key liaison with advisors and the senior supervising partner.
  • Draft complex estate plans, charitable gift agreements, and trust structures tailored to sophisticated client needs.
  • Structure and implement strategic wealth transfer techniques, including dynasty trusts, sales to defective grantor trusts, Wandry gifts, grantor retained annuity trusts, and charitable remainder trusts.
  • Counsel fiduciaries on post-death and ongoing trust administration, requiring familiarity with trust accounting rules, modifications, and decanting.
  • Advise clients on the characterization of community and separate property, including transmutation agreements; experience with prenuptial, postnuptial, and cohabitation agreements is a plus.
  • Manage large-scale planning projects in collaboration with clients and their outside advisors.
  • Requires demonstrated independent drafting experience across a wide range of estate planning and trust documents.
  • Requires demonstrated management of client relationships and projects.
  • Additional state bar admission in Washington is a plus.

View this job posting on the firm's site.

Last updated: October 16, 2026

Trusts & Estates in Portland →Trusts & Estates →Buchalter →Browse all positions →

No recruiter found for Buchalter in Oregon

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